Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,300 | $78,672-41.1% | $109,143-57.6% | $85,850-46.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.10% | 25.09%-8.0pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,948 | $2,735-28.8% | $3,722-47.7% | $2,565-24.1% |
| Participant deferral / active EE | $4,575 | $3,467+32.0% | $4,653-1.7% | $3,952+15.8% |
| Admin fee / account holder | $2,123 | $5,469-61.2% | $6,752-68.6% | $6,260-66.1% |